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Justin Fulmer

@Shelton Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$193.358MTotal holdings126
Assets growth rate5.02%Assets growth rate (2-Q avg)4.71%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Shelton Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 126 positions.

Assets under management

The assets under management (AUM) of Shelton Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 193.358M in assets, with a quarterly growth rate of 5.02% and a 2-quarter average growth rate of 4.71%. The portfolio is managed by Justin Fulmer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HRLHormel Foods Corp
Recent Activity
New Position
0.13%
$235,275↑ Call
7,500 shares@ $31.37 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.12%
$231,999
1,275 shares@ $181.96 avg price
AXTAAxalta Coating Sys Ltd
Recent Activity
New Position
0.12%
$227,905
6,660 shares@ $34.22 avg price
TWLOTwilio Inc
Recent Activity
New Position
0.12%
$218,322↑ Call
2,020 shares@ $108.09 avg price
GXOGxo Logistics Incorporated
Recent Activity
New Position
0.12%
$217,500↑ Call
5,000 shares@ $43.5 avg price
GRABGrab Holdings Limited
Recent Activity
New Position
0.1%
$190,216↑ Call
40,300 shares@ $4.72 avg price
FRSHFreshworks Inc
Recent Activity
New Position
0.09%
$161,700↑ Call
10,000 shares@ $16.17 avg price
RIOTRiot Platforms Inc
Recent Activity
New Position
0.08%
$145,901↑ Call
14,290 shares@ $10.22 avg price
PRPermian Resources Corp
Recent Activity
New Position
0.08%
$143,800↑ Call
10,000 shares@ $14.38 avg price
UECUranium Energy Corp
Recent Activity
New Position
0.06%
$107,455↑ Call
16,062 shares@ $6.7 avg price